Payments Page Overview

Select the Payments option from the left navigation pane to access the Payments summery page

Payment transaction overview example

Upper Menu Options

The menu is located at the top of your business transaction overview and contains the following options:

New

Clicking on this button will open the following options:

New Invoice – This will allow you to create a new invoice for a specific client. The invoice could be sent to the client immediately or saved as a draft. You’ll also have the option to Cc this invoice to multiple recipients.To learn more about invoicing options Click here.

Record Payment - This enables you to keep record of payments that were made offline by your clients.

Export

Download a customized payments report for a specific date range.

All - Export all available data related to the transactions (including tags you have associated each client with)Filtered – The report will be generated according to the filters you have applied on the payments summary page (Status, Payment Source, Payment Type)

Format - Choose the file format the report will be generated.

Columns - Choose which client information will be included in the report. The options are taken from the client card fields.

Payment Settings

Will open the Payments setting page where your payment preferences can be configured. Among the configuration options you’ll find:

Send one or multiple clients an email containing payment request with an option to pay online. You can customize the content of the message, the amount to pay and what the payment is for.

Select

Select (or deselect) multiple payment to take bulk actions. For example, you can filter all open payments for a specific clients, select All and Mark them as Paid.

Filtering Payments

Filter and sort payments to easily review your revenues.

Filter based on the payment Status, Source or Type and even a specific client.

Sort the information based on creation date, payment date and more.

Payment Summary Display

An overview of your payments status

Overall SummaryThe main payments box contains an overview of ALL your payments, COLLECTED and OPEN. This display will be updated according to the filters you apply above it. Note that the cancelled and archived payments are hidden by default from the display.

All: Displays the total amount of collected and open paymentsCollected: Displays the total amount of all collected paymentsOpen: Displays the total amount of all unpaid paymentsTeam Data - As the account admin, you can choose to view payments from your whole client base, or those that were set only to clients served by you. Click the team toggle icon -

Sorted Payment Summary

Based on the Sort by filter preference, the system will display a secondary payment summery. For example, if you sorted your invoices based on date, you will see summery of number of transcription per month along with total Opened and Collected amounts.

Q&A

Q: Can I collect payments with my own online payment gateway?A: Currently you can connect only PayPal and Stripe as your payment gateway.

Q: Are there any commissions or fees when collecting payments online?A: We do not collect commissions or fees - you only pay whatever your PayPal or Stripe account is set to pay when receiving payments. We will never have access or hold any funds collected on your behalf.

Q: How secure is the online payment option?A: We use PayPal or Stripe.com to collect payments from your clients. It means we rely on the most secure platforms in the world to process credit cards. Your clients see the PayPal/Stripe logo and know they're in good hands. It doesn't mean your clients need to have a PayPal or a Stripe account - they can pay with any credit or debit cart.

Q: Can I set taxes, discounts, payment terms and due date when creating a new invoice?A: Yes. the invoicing option is fully customizable (U.S. & European Union compliant). You can also add your logo and address.

Q: Will staff members be able to collect payments to their own PayPal account?A: No. All payments collected online will be deposited at the admin’s PayPal account.